Revenue Operations Manager - Revenue Planning & Insights

About Betterment

Betterment is a leading, technology-driven financial services company that offers investing, savings and retirement solutions for retail investors and investment advisors as well as financial wellness solutions, including a 401(k) for small and medium-sized businesses. Our team is passionate about our mission, to empower people to build wealth with confidence and ease. We’re headquartered in NYC and offer hybrid NY-based positions (four days/ week in-office, with no required office days during the summer and winter holidays).

About the Role

We're hiring an analyst and builder for our Revenue Operations team to be a force multiplier for our go-to-market organization. Sometimes that means tackling a question with no playbook yet. Sometimes it means running an established process and improving it as you go.

You'll take on ambiguous, high impact questions and turn them into clearly defined problems, design the right solution, and drive it through build, adoption, and continuous improvement.

The role has three modes. First, you'll drive the analytical core: forecasting, executive reporting, revenue planning, QBR-grade analyses over large datasets, quota and target analytics, and the models that support forecasting and planning. You'll present your own work directly to leadership and translate complex business questions into actionable insights.

Second, you'll build net-new systems: internal tools, data models, and reporting infrastructure that teammates then run and scale. That includes planning models, dashboards, and operational workflows that make the business more efficient over time.

Third, you'll make Revenue Operations more leveraged with AI, whether that's building AI-assisted tooling, designing account scoring and research logic in our go-to-market stack, or automating work that shouldn't be manual. You’ll constantly look for more opportunities to increase leverage across the organization.

The ideal candidate combines strong analytical horsepower with a systems mindset and genuine comfort with ambiguity. You ask why until you understand the business objective behind a request, you design solutions that scale beyond the first use case, and you already use AI to build and move faster than your job title suggests. You’re naturally curious about how AI can improve the way work gets done, but you know technology is only valuable when it solves a real business problem. And you finish: to you, work is done when it's adopted, documented, and running without you, not when the analysis is shipped.

This role is based out of our NYC office.

Below we’ve reflected the base salary range for this position. Actual salaries may vary depending on factors including but not limited to location, experience, and performance. The range listed is just one component of Betterment’s total compensation package for employees.

• New York City: $120,000 - $160,000

This job may also be eligible for variable compensation in the form of a company incentive bonus.

A Day in the Life:

• Build and continuously improve our reporting engine end to end, from the data models and infrastructure underneath to the reporting and forecasting rhythms that help leadership understand business performance, risks, and opportunities. When an issue traces back to upstream CRM design, process, or data quality, partner with the right teams to fix it at the source.
• Own QBR processes, including analyses using large, complex datasets and present your findings and recommendations directly to go-to-market leadership.
• Contribute to revenue planning, quota and target setting: including capacity-based quota analysis, attainment and distribution analysis, and repeatable quarterly target-update processes.
• Investigate complex business questions with no established playbook. You'll determine the right data, methodology, and level of analysis needed to produce a decision-ready answer.
• Build internal tools using AI-assisted development, balancing speed with accuracy, maintainability, and security without over-engineering.
• Architect solutions you may not build yourself: translate business problems into clear requirements, decision logic, and success criteria, then drive execution with Business Systems, Data Engineering, and other partner teams.

What We're Looking For:

• At least five years of experience in Revenue Operations, Sales Operations, Go-to-Market Analytics, or Business Operations, or a highly analytical operating role.
• Investigate open-ended business questions, determining the right data, methodology, and solution.
• SQL fluency and comfort handling large, intricate datasets – you think in joins, grain, and systems of record.
• A systems mindset: you anticipate edge cases, understand downstream impacts, and design scalable solutions that won’t need to be rebuilt every quarter.
• Fluency with modern AI tools to accelerate analysis, problem-solving, and development – ou're comfortable working with agentic AI workflows, critically evaluating outputs, and choosing the right solution for the problem
• Strong analytical instincts and business judgment – you optimize for the objective behind the ask, not the ask itself.
• Executive-ready communication skills – you can confidently present your own analysis to senior leadership.
• Experience supporting forecasting, revenue planning, quota planning, executive reporting, or other core Revenue Operations planning processes.
• Hands-on experience working with Salesforce data — reports, objects, and the data structures underneath them.
• Experience building reporting and dashboards with BI tools such as Tableau.
• Nice to have: Python or other GTM tooling, such as Clay.

Join a team built on these core values

We change lives

Be a part of a community of innovators working to transform financial outcomes for real people. Your work will make an impact, always laddering up to our mission; to empower people to build wealth with confidence and ease .

We set audacious goals

We set them for the company, our customers, and ourselves, and we won’t stop until we reach them. We don’t just show up; we give our all, then celebrate our wins.

We value all perspectives

When we collaborate, we're at our best. We believe diverse perspectives lead to better outcomes and strive to uphold our supportive and inclusive community.

We simplify financial services

We’re financial services pioneers, always finding new ways to improve, optimize, and enhance. Constant improvement is in our DNA.

Our Commitment to Your Total Well-being:

• We offer a competitive suite of benefits , including medical, dental, and vision coverage; life and AD&D insurance; short- and long-term disability; infertility support and WPATH-aligned transgender health benefits; an Employee Assistance Program (EAP); transit benefits and FSA and HSA options
• Ownership: Equity for all employees, including new hire and refresher grants.
• Time: Flexible paid time off, paid parental leave, and a fully paid four-week sabbatical in your sixth year.
• Growth: Company-paid professional coaching for all employees.
• Wealth: Day-one 401(k) match plus matching on qualified student loan payments.

What happens next

We’ll take a few weeks to review all applications. If we’d like to spend more time with you, we’ll reach out to arrange next steps, which will include 3-4 sets of meetings with your future colleagues.

In the interview process, we’ll look to learn more about your skills, experiences, capabilities, and motivators. Many of our questions will be aimed at understanding how you might operate here at Betterment. Depending on the role, we may ask you to complete a case study exercise or technical assessments, as we want to collect a robust set of data points to better inform our decisions.

On average, it takes us around 3-5 weeks to make a hiring decision, depending on your availability and sense of urgency. As a best practice, we aim to interview at least 2-3 final round candidates before making a hiring decision. Please note that, as we usually receive an overwhelming number of applications for open positions, we’re unable to offer individual feedback during the interview process.

We recognize that interviewing for a new role is a big deal. We appreciate you considering Betterment as the next step in your career, and our Recruiting Team is here to support and advocate for you through the interview process!

Betterment is dedicated to providing accommodations to candidates upon request. If you need accommodations at any point throughout the interview process, please reach out to your recruiter.

Please note that in any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information.

Come join us!

We’re an equal opportunity employer and comply with all applicable federal, state, and local fair employment practices laws. We strictly prohibit and do not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, ethnicity, sex, gender (including gender nonconformity and status as a transgender or transsexual individual), sexual orientation, marital status, age, physical or mental disability, citizenship, past, current or prospective service in the uniformed services, predisposing genetic characteristic, domestic violence victim status, arrest records, or any other characteristic protected under applicable federal, state or local law.